Platform for care coordination and planning. Integration of care planning tool, frontend applications, and customer support platform to assist in trust administration for beneficiaries who may have disabilities. The platform may be used to provide planning, concierge, and fiduciary services.
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2. The method of claim 1, wherein the sequence of questions prompted to the user relate to the medical, psychological, dialing living, asset management, budget, and general information of the user.
This invention relates to a method for gathering comprehensive user information through a structured sequence of questions. The method addresses the need for an efficient and systematic way to collect detailed personal data from users, particularly in areas such as medical history, psychological well-being, daily living habits, asset management, budgeting, and general background information. The system prompts users with a series of questions designed to extract relevant data across these diverse categories, ensuring a holistic understanding of the user's circumstances. The questions are structured to cover medical conditions, psychological state, lifestyle choices, financial assets, budgeting practices, and other general information. By organizing the questions in a logical sequence, the method ensures that all critical aspects of the user's profile are captured systematically. This approach is particularly useful in applications requiring detailed user profiling, such as healthcare assessments, financial planning, or personalized service provision. The method may be implemented in digital platforms, such as mobile apps or web-based interfaces, to facilitate user interaction and data collection. The structured questioning process enhances accuracy and completeness of the gathered information, making it suitable for automated analysis or decision-making systems.
3. The method of claim 1, further comprising scheduling one or more disbursements to the user on a periodic schedule based on the parameters of the trust administration.
4. The method of claim 3, wherein the one or more disbursements include in-kind disbursements.
6. The method of claim 1, wherein the user is a special needs beneficiary.
This invention relates to assistive technology systems designed to support individuals with special needs, such as those with physical, cognitive, or sensory impairments. The system provides personalized assistance by analyzing user behavior, environmental conditions, and contextual data to deliver tailored support. The method involves monitoring the user's interactions with the environment, detecting potential challenges or risks, and generating adaptive responses to enhance safety, independence, and quality of life. For example, the system may use sensors to track movement patterns, identify obstacles, or detect emergencies, then trigger alerts, guidance, or automated interventions. The invention also includes machine learning algorithms to improve response accuracy over time by learning from user interactions and feedback. Additionally, the system may integrate with wearable devices, smart home systems, or medical equipment to provide comprehensive support. The goal is to create a seamless, intuitive interface that minimizes reliance on caregivers while ensuring user safety and autonomy. This approach addresses the need for adaptive, context-aware assistance for individuals with special needs, offering a more personalized and responsive alternative to traditional support methods.
8. The system of claim 7, wherein the sequence of questions prompted to the user relate to the medical, psychological, dialing living, asset management, budget, and general information of the user.
9. The system of claim 7, wherein the instructions include further instructions that, as a result of execution by the one or more processors, further cause the system to schedule one or more disbursements to the user on a periodic schedule based on the parameters of the trust administration.
This invention relates to a financial management system for administering trusts, particularly focusing on automated disbursement scheduling. The system addresses the problem of inefficient and manual trust administration, which often leads to delays, errors, and lack of transparency in distributing funds to beneficiaries. The invention provides a computerized system that automates the management of trust disbursements based on predefined parameters, ensuring timely and accurate fund distribution. The system includes one or more processors and memory storing instructions that, when executed, perform trust administration functions. These functions include receiving and processing trust administration parameters, such as disbursement amounts, schedules, and conditions. The system also generates and maintains records of trust transactions, ensuring compliance with legal and regulatory requirements. Additionally, the system provides user interfaces for beneficiaries and administrators to monitor trust activities and access relevant information. A key feature of the system is its ability to schedule periodic disbursements to beneficiaries based on the trust's parameters. This automation reduces administrative overhead and ensures consistent fund distribution according to the trust's terms. The system may also include security measures to protect sensitive financial data and prevent unauthorized access. By integrating these features, the invention streamlines trust administration, enhances transparency, and improves efficiency in managing trust funds.
10. The system of claim 9, wherein the one or more disbursements include in-kind disbursements.
A system for managing financial disbursements, particularly in-kind disbursements, addresses the challenge of efficiently distributing non-cash assets or services in a structured and transparent manner. The system integrates with financial networks to facilitate the transfer of in-kind disbursements, such as goods, services, or other non-monetary benefits, to recipients. It includes a processing module that verifies eligibility, calculates disbursement amounts, and ensures compliance with regulatory requirements. The system also features a tracking module to monitor the status of disbursements, providing real-time updates to stakeholders. Additionally, it supports automated notifications to recipients and administrators, ensuring timely and accurate distribution. The system may interface with external databases or payment gateways to validate recipient information and process transactions securely. By automating the disbursement workflow, the system reduces administrative overhead and minimizes errors, improving efficiency in the distribution of in-kind benefits. The solution is particularly useful in sectors like social welfare, disaster relief, and corporate benefits, where non-cash disbursements are common.
12. The system of claim 7, wherein the user is a special needs beneficiary.
14. The non-transitory computer-readable storage medium of claim 13, wherein the sequence of questions prompted to the user relate to the medical, psychological, dialing living, asset management, budget, and general information of the user.
15. The non-transitory computer-readable storage medium of claim 13, wherein the instructions include further instructions that, as a result of execution by the one or more processors, cause the computer system to schedule one or more disbursements to the user on a periodic schedule based on the parameters of the trust administration.
16. The non-transitory computer-readable storage medium of claim 15, wherein the one or more disbursements include in-kind disbursements.
Cooperative Patent Classification codes for this invention. Click any code to explore related patents in that topic.
June 22, 2020
November 22, 2022
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